To the new car-making forces that fell on 20 19 (part two): learn from these mistakes, thank you!

The pace of 20 19 is about to pass, and the automobile market is likely to continue the decline of 20 18, especially the new energy automobile market. Since the subsidy for new energy vehicles declined in July this year, new energy vehicles have experienced a year-on-year decline for five consecutive months, and the decline has been expanding.

At this difficult moment, the pressure of the new car-making forces has further increased, and 20 19 has also become the "first year of life and death" of the new car-making forces. Before, we took stock of the new car-making forces that lived at least 20 19, regardless of whether they lived well or not. Today, let's talk about the new car-making forces that fell in 20 19.

The reasons for success are different, but the reasons for failure are the same. Regardless of the results of these new forces, I hope that the new forces or potential consumers in the future can learn lessons and sum up experience. Let's say to them from the bottom of our hearts, "Take a fall and gain wisdom. Thank you! "

Money is the root of all evil.

Li Bin, founder of Weilai Automobile, once said that 20 billion yuan is only a stepping stone for new cars. He Zeng, chairman of Xpeng Automobile, said frankly: "I used to watch others build cars, and I thought that 654.38+0 billion was too exaggerated. Now I know that 20 billion is not enough. " The head strength of the new car-making forces is the same, and those less well-known new car-making forces are even more difficult.

According to incomplete statistics, Red Star Automobile, Min 'an Automobile, Guo Jin Automobile and even Changjiang Automobile with the aura of "Li Ka-shing" all fell into the dilemma of stopping paying wages in 20 19, while the K50, which released its first model last year, was also returned, and Zhi Dou Automobile, which was once in the limelight, also embarked on the road of asset auction.

The emergence of new forces to build cars has really brought a refreshing feeling to the dull automobile industry. With Internet thinking, resource integration and excellent financing ability, it once became a promising enterprise. However, after everything is calm, some enterprises that can't keep up with the development pace of this industry will gradually emerge, often after excellent PPT and even various ambitions.

At today's time node, if the new car-making forces want to develop, even if there are no cars listed or about to be listed, they must at least have production qualifications that have become less valuable. If they still stay in the PPT stage, it will be difficult to be eliminated.

The government has become a beggar?

Do you still remember the press conference held by Ranger Auto 20 15 in Sanlitun, Beijing? It pushed the ranger car to the forefront of public opinion, and then it has been silent ever since. As the originator of "PPT making cars", the Ranger car has been on fire again recently, but this time the reason is not the good news such as the launch of the model or the off-line production of cars, but because the factory is "unfinished" and the local government is ready to take over.

Ranger Auto, which has raised more than 7 billion yuan, has always insisted on building its own factory. Therefore, they signed a contract with the Xing Wu District Government of Huzhou City, Zhejiang Province in April 20 17, with a total investment of11500 million yuan to build a factory with a total land area of 2,762 mu and an annual output of 200,000 vehicles. Moreover, the factory started in June 20 17 and is expected to be completed by the end of 20 18. At the same time, mass production was carried out in the second quarter of 20 19 to realize delivery.

But until now, the ranger's factory has not been built. At present, the local government has decided that the District Investment Group, which is 100% owned by the State-owned Capital Supervision and Management Service Center of Wuxing District, Huzhou City, will acquire the land of the Ranger automobile industry project and dispose of the projects under construction. 12 On February 25th, the plan was adopted by the local government. In short, the local government has become the "receiver" of the ranger factory project.

At present, almost every new car-making army has the shadow of local government, such as Wenzhou behind Weimar, Tongling in Anhui behind Singularity, Nanjing behind Baiteng and GAC behind Tucki ... Even Tesla bluntly said: "We are not short of money to build a factory in Shanghai, and we have loans from relevant local departments."

However, with the cooling of the real estate market, the debt risk of local governments has emerged, and it is increasingly difficult for new forces to get the support of local governments. Relevant information shows that Huai 'an Development Holdings Co., Ltd., which holds 50% equity of Min 'an Automobile, withdrew from Min 'an Automobile on June 8 this year 10, which means that Min 'an Automobile may lose the financial support of the local government.

The Central Economic Work Conference, which ended earlier, clearly pointed out that "the government debt financing mechanism should be standardized", which also put another yoke on the government support for the new car-making forces. This year's "Regulations on Investment Management of Automobile Industry" clearly points out: "In the provinces invested by new independent pure electric vehicle enterprises, the utilization rate of automobile capacity in the last two years is higher than the average level of the same product category, and the existing new independent pure electric vehicle enterprises in the same product category have all been completed and the annual output has reached the construction scale."

Even the head car companies of new forces such as Weilai, Weimar and Tucki have failed to meet the production requirements at this stage. In short, if they don't get the support of local governments now, I'm afraid they can only consider the capital market if they want to get funds in the future. But a real problem is that the current capital market is not the past, and we can no longer rely on a few PPT to go to hot wheels in Round A and Round B. ..

The new forces in the world are just as difficult.

Don't think that the difficulty of building a new army is limited to China, and it is the same all over the world.

Not to mention Faraday's Future (FF) on the other side of the ocean, with the blessing of Jia Yueting. Even if FF develops in the United States, the author prefers to call it a new force of domestic car-making. However, regardless of the differences at home and abroad, the development of FF has been struggling. Coupled with the current bankruptcy in Jia Yueting, the launch time of the first model FF9 1 may be delayed.

But I still admire FF, since Jia Yueting has published it? After building a car to the United States, FF has been tottering, but it just won't fall. It is a miracle that FF can continue its life to the present.

Among the new forces that completely collapsed this year, Dyson of Britain is probably the most famous, and Dyson's fall was directly "stillborn". In June 5438+10, Dyson suddenly announced that he would give up the car-making plan, which surprised the outside world. After all, since Dyson announced that he would enter the automobile industry, this company with core technologies of batteries and motors has been favored by the outside world. When announcing the abandonment of the car-making plan, Dyson's auto department still had more than 600 employees on the job.

The reason why Dyson chose to give up making cars is simple: because making cars doesn't make money.

Yes, around the world, even Tesla has been making real profits for many years. Tesla's daily expenses are basically made up by the other two companies of the company's founder Musk. In China, it is unique for the new forces to make money.

And when giant car companies such as Mercedes-Benz and Volkswagen join the competition in the new energy market, how can the odds of winning the new car-making forces be geometric? When the market returns to rationality, the myth of the new force of making cars is like fireworks on the ground. At first, they were extremely beautiful, and then they parted ways.

Maybe next year, there will be more interesting things when the car wiki APP takes stock of the new forces that have fallen to build cars.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.